Fortis Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering budgeting, education planning, investment analysis, and retirement. Current investment management clients receive a free financial plan. They also offer 401(k) plan services to businesses, including plan design, investment selection, and employee education.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.